Biagio Delboccio is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and two years of industry experience. Prior to joining Rockefeller Financial in 2026, he worked at Morgan Stanley and Jeffrey Bogan: Allstate Insurance. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both an investment adviser and a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Zachary Oyer is a financial advisor at Mariner with seven years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Deloitte and Cambridge Investment Research. Outside of his advisory role, he is also a licensed insurance agent. Mariner serves a diverse client base through investment management, financial planning, retirement consulting, and access to various investment vehicles. The firm employs customized, discretionary portfolio strategies supported by an internal team and external managers and offers integrated tax services and family office capabilities alongside its traditional portfolio management.

Jon Price is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 43 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is based in Naples, Florida. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and certain M&A advisory services.

Michael Carlson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at LPL Financial, Triad Advisors, LLC, and Pinnacle Private Wealth, LLC. He serves as a board member for the Bellevue Golf Club and the Frank E Mahoney Jr Memorial Fund Inc., both nonprofit organizations. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and multiple program offerings such as financial planning, asset management, and specialized retirement consulting.

Ryan Sherman is a CFP® with 17 years of industry experience. He currently works at Rockefeller Financial LLC and has held prior roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services under a Private Advisor model with an integrated investment platform.

Kimberly Fuchs is a financial advisor at First Command Advisory Services with five years of industry experience. She holds the Series 66 designation and has worked in various roles within First Command firms since 2021, as well as at BlueWater Federal Solutions and Global Resource Solutions. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized investment management team to manage model portfolios through discretionary authority granted by clients.

Kenneth Thomalla is a CFP® with 28 years of industry experience, currently serving at MAI Capital Management, LLC since 2024. His prior roles include positions at WCG Wealth Advisors, LLC and MML Investors Services, Inc. Thomalla is also involved with Treloar & Heisel, LLC, a firm specializing in fixed insurance and property and casualty products, and holds board memberships at the American Academy of Pediatric Dentistry Foundation and Involta, LLC. MAI Capital Management provides investment management and wealth services to individuals, families, trusts, institutional clients, and sports professionals. The firm offers a range of portfolio strategies and integrates financial planning and tax services, managing over $72 billion in assets as of mid-2026.

Ashley Gegenwarth is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley for 10 years and Raymond James & Associates for three years. She is based in Naples, Florida. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating also as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Christopher Fraga is a CFP® professional with 37 years of experience, currently serving at Commonwealth Financial Network since 1988. He also operates the Law Office of Christopher A. Fraga, providing estate planning and legal services. Fraga has been involved in fixed insurance sales under the name Fraga Wealth Management Group and acts as a trustee for various trusts. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and customizable investment solutions, while providing operational, compliance, and technology support to affiliated advisors.

Paul Colwell III is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Dw Inc. and LPL Financial. Colwell has been with Private Advisor Group since 2011. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a fiduciary-based advisory model combining proprietary and third-party managed account solutions.

Armando Posada is a CFP® with five years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Graypoint LLC and The Ayco Company L.P./Goldman Sachs & Co. He is based in Naples, Florida. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, foundations, and institutional investors, offering customized wealth management services and access to alternative and private market solutions. The firm employs a client-specific investment approach combining quantitative screening, manager selection, and direct security selection.

John Edwards is a financial advisor with Fifth Third Securities, Inc. in Naples, FL, holding Series 63, Series 65, and Series 66 licenses and bringing 34 years of industry experience. He has been with Fifth Third Securities since 1999. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration and corporate affiliation with Fifth Third Bank to provide a platform featuring discretionary managed-account programs, direct indexing, and tax-overlay services.

Patricia Gomes is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Her prior work includes roles at Cetera and Regions Bank. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through both investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers on its Passageway platform, providing services that include advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Thomas Liguzinski is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Commonwealth since 2008 and also works with Cornerstone Financial Group since 2011. In addition to his advisory work, he operates a CPA practice specializing in tax preparation and advice. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and various customized investment solutions.

Thomas Lamacchio is a financial advisor at Mercer Global Advisors Inc. with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Family Wealth Planning Group LLC, Raymond James Financial Services Advisors Inc., and Family Wealth Tax Advisory LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

David Legus is a financial advisor at Cresset Asset Management, LLC with 16 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Meristem Family Wealth, U.S. Bancorp Investments, Inc., and AllianceBernstein L.P. prior to joining Cresset in 2022. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a broad range of clients including individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive investment strategies across public equities, fixed income, and alternatives.

Samuel Diarbakerly is a financial advisor at Integrated Wealth Concepts LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Claro Advisors, Bank of America, and Merrill. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

John Dovich is a ChFC® credentialed financial advisor with 33 years of industry experience. He is currently Regional President at MAI Capital Management, LLC, overseeing the Cincinnati office since 2019. His prior experience includes roles at Integrity Alliance, LLC and Lion Street Financial, LLC, as well as running his own firm, John D. Dovich & Associates, LLC. Outside of his advisory work, he serves as a trustee at Xavier University and volunteers on the Cincinnati Zoo Foundation board. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, institutional clients, and sports professionals. The firm offers a range of customized portfolio strategies and integrates comprehensive financial planning, tax, and administrative services across its client relationships.

Brad Cherkin is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and BB&T Bank. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer that also provides placement and investment banking services.

Blake Otto is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, as well as earlier experience at the University of Connecticut and the Community School of Naples. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies through a large network of financial advisors and supports accounts with custodial and trade execution services from Pershing and overlay management by BNY Mellon Advisors.